Sandra Ann Hopps
Financial Adviser in Toowoomba City, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000302980
- Location
- Toowoomba City QLD 4350
- Licensee
- Matrix Planning Solutions Limited (AFSL 238256)
- Authorised since
- 10 July 2006
- First provided advice
- 2002
- Qualifications
- Bachelor of Commerce, University of Southern Queensland (1998); Graduate Diploma of Financial Planning, Securities Institute Australia (2002); Certified Financial Planner (CFP) Education Program, FPA Australia (2006); Self Manged Superannuation Funds Course & Margin Lending and Geared Investments Course, Kaplan Professional (2010); Ethics and Professionalism in Financial Advice Course, Kaplan Higher Education (2019)
- Memberships
- Certified Financial Planner (CFP) of FAAA; Court of the Table of the MDRT association; Fellow of the Financial Services Institute of Australasia (FINSIA); SMSF Association
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Sandra Ann Hopps
On the Financial Advisers Register kept by ASIC, Sandra Ann Hopps appears as a current financial adviser in Toowoomba City, Queensland, adviser number 000302980.
Sandra provides advice as an authorised representative of Matrix Planning Solutions Limited, which holds Australian financial services licence 238256. That authorisation dates from 10 July 2006.
According to the register, Sandra first provided financial advice in 2002. Qualifications and training on file include Bachelor of Commerce (University of Southern Queensland, 1998), Graduate Diploma of Financial Planning (Securities Institute Australia, 2002) and Certified Financial Planner (CFP) Education Program (FPA Australia, 2006). Professional memberships recorded: Certified Financial Planner (CFP) of FAAA, Court of the Table of the MDRT association and Fellow of the Financial Services Institute of Australasia (FINSIA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Sandra Ann Hopps a registered financial adviser?
Yes. Sandra Ann Hopps is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000302980.
Which licensee does Sandra Ann Hopps work under?
Matrix Planning Solutions Limited, Australian financial services licence 238256.
What can Sandra Ann Hopps give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.